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We help clients assess whether they have lost money due to:
We help consumers determine if their concerns are with Quilter or another third party and offer a free consultation to guide them toward the right path for compensation or financial redress.
– A Service by HT Legal Ltd
Quilter is a well-recognised wealth management company with headquarters in London, United Kingdom. Founded in 2018, it has gained considerable popularity and recognition.
Quilter was formerly known as Old Mutual Wealth Management Limited. It has a customer base of over 5 million clients and has a reported total of £102 billon in assets under management.
However, as a Quilter Financial Planning client, the availability of pensions and investment products presented by your adviser could be limited. This is because some Quilter advisers will choose to provide you with limited options. As a result, you could be worse off financially as a result of working with a Quilter financial adviser.
This practice is not limited to the Financial Advisers of Quilter Financial Planning, in fact the majority of enquiries we receive involving Quilter are actually claims against other Independent Financial Advisers who utilised the Quilter Investment Platform which is why we always carry out detailed research on your behalf before submitting a complaint.
*Information from online research carried out in February 2025.
As per Quilter’s values, they mainly aim for their customer’s success by providing them with advice-based relationships that can be continued for the long term. Clients of Quilter Financial Planning and Quilter Investment Platform Ltd pay annual fees, calculated based on the amount they are investing.
Quilter, like many large financial adviser companies in the UK, have failed to properly manage all of their financial advice team and have allowed many of their advisers to charge ongoing advice fees to clients without carrying out the regular reviews that the clients have been paying for from their hard-earned pensions and savings.
If Quilter fails to conduct these annual reviews, the customer’s investment may not be managed properly and can result in losses meaning that a claim may not be limited to a refund of fees.
You can make a claim against Quilter for mis-sold investments. If you were advised to make an investment that does not align with your financial stability and future goals, or more commonly if you were presented with limited investment options and not the most suitable investment options available for your needs and objectives.
After investing, you should receive ongoing advice and yearly reviews about the performance of your investment. These are services that Quilter has to provide to all its clients. You can claim against Quilter if you have not received regular annual reviews. Quilter have set aside £76 million to cover refunds of fees, interest and administrative costs.
Most Financial Advisers have acquired their pension and investment customers by transferring people away from their current pensions and investments to their preferred platform. Often these transfers were not necessary, have incurred charges and only served to benefit the financial adviser. This is known in the industry as ‘Churning’. If you have been advised to move from one investment or pension plan to another plan then we can assess whether you have lost money and if so, submit a claim against Quilter or another Financial Adviser to get you back to the position you would have been in had the transfer not taken place. Quilter has reportedly set aside circa £23 million for financial redress for their clients who have been affected by pension or investment churn.
HT Legal consists of experts who are excellent at their work. They will handle your claims with utmost precision
Our success rate is between *57% and 84% on all Financial Services Claims involving companies like Quilter.
We focus on our customers and build their trust through our transparent process with the guarantee that, if your claim is not successful it will not cost you a penny.
*These figures are accurate as of 3rd April 2025. Our uphold rate with claims submitted to the Financial Services Compensation Scheme is 84% and our success rate with Direct Complaints against trading companies including escalations to the Financial Ombudsman Service are 57%.
Claims against regulated companies like Quilter are subject to statutory limitations. This means that if you wait too long your claim could be rejected due to time barring.
You can begin your Quilter claim settlement journey with HT Legal today. Provide us with some necessary details by email, over the phone or book an appointment with one of our team.
One of our pension and investment claim experts will quickly assess your circumstances and advise you on the next steps. Our Quilter claims solicitors and paralegals will maintain regular contact with you and provide all the essential updates, let us focus on your claim so you can focus on the things that matter to you.
Don’t waste a minute further—book an appointment with our team today!
Visit HT Legals’s website for Financial Services Claims
Find out if you’re eligible to claim